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BALCX vs CBALX
BALCX vs CBALX Comparison
Open Charts BALCX vs CBALX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Columbia Balanced Inst
Price$54.12
Change+$0.23 (+0.43%)
VolumeN/A
Net Assets9.92B
BALCX vs CBALX Comparison Chart in %
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BALCX vs. CBALX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALCX is a Buy and CBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. CBALX (9.92B). CBALX pays higher dividends than BALCX: CBALX (1.90) vs BALCX (1.19). BALCX was incepted earlier than CBALX: BALCX (24 years) vs CBALX (34 years). BALCX (1.31) is less costly to investors than CBALX (0.68). CBALX is a more actively managed with annual turnover of: 200.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than CBALX: BALCX (250) vs CBALX (2000). BALCX annual gain was more profitable for investors over the last year : 7.03 vs. CBALX (4.53). BALCX return over 5 years is better than : 37.14 vs. CBALX (32.26).
| BALCX | CBALX | BALCX / CBALX | |
| Total Expense Ratio | 1.31 | 0.68 | 193% |
| Annual Report Gross Expense Ratio | 1.31 | 0.68 | 193% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 7.684 | 6.605 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 9.92B | 2,541% |
| Annual Yield % from dividends | 1.19 | 1.90 | 63% |
| Returns for 1 year | 7.03 | 4.53 | 155% |
| Returns for 3 years | 32.51 | 32.84 | 99% |
| Returns for 5 years | 37.14 | 32.26 | 115% |
| Returns for 10 years | 58.16 | 63.58 | 91% |
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